Francis Joseph Shepard

John Horn is a financial advisor at Bighorn Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as fund manager for a limited partnership investing in a biotech company and is involved in a marketing partnership focused on legal professionals. Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, and pension plans. The firm constructs tailored portfolios of public and private securities and manages all assets on a non-discretionary basis. It also manages a private pooled investment vehicle and offers ERISA-related retirement plan consulting.

Mark Nanamura is a financial advisor at Mutual Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mutual Advisors and Mutual Securities since 2013. Prior to that, he has been associated with Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory role, Nanamura is involved in local community activities, including serving as president of the Central Valley Officials Association and acting as a basketball assignor. Mutual Advisors, LLC serves a broad client base comprising individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, with notable expertise in institutional and sovereign wealth fund clients.

Patrick Nanamura is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and six years of industry experience. His prior work includes six years at Rural Ag Insurance Services, LLC. Outside of advising, Nanamura serves as a varsity baseball coach for Porterville Unified School District. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services and employs both active and passive investment strategies, emphasizing diversification and alignment with client objectives.

Evan Dockter is a financial advisor with Private Advisor Group, LLC holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Private Advisor Group, he worked at LPL Financial LLC and operated Dockter Media Inc. He has experience as a self-employed professional dating back to 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Mark Shoemaker is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, and First Allied Advisory Services. He serves as president of Friends of Silverlake, LLC, a community organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.

Rory Betry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, he worked for Homegrown Organic Farms for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.